On this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America about how creating a retirement mission statement helps you define your purpose after work.

💡 Key Takeaways: 

🔹 Money gives you liberty to make the decisions you want to.

🔹 The importance of having purpose in retirement.

🔹 A retirement mission statement helps set a clear intention for your next chapter

🔹 Advisors can build stronger relationships by helping clients clarify their retirement purpose

🔹 Sharing your talent is one of the most impactful ways to leave a legacy

🔹 Human-centered planning will differentiate advisors in the age of AI

 🎥 Watch this episode below: 

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🎧 Listen to the podcast below or on your favorite podcast app.

Connect with John Kailunas: 

• Catalyst for Growth Website (here)
• LinkedIn (here)

Book: 

• Mission: Retirement: Ten Thought Provoking Exercises Leading to a More Purposeful and Fulfilling Retirement (Amazon)

Podcast: 

• C4G Sales Success Podcast (Apple Podcasts)

Bio:

As a first-generation immigrant, John Kailunas II embraced the values of hard work, commitment, and trust from an early age. These principles laid the foundation for his flourishing career in the financial industry, which he began in 1988 on a kitchen table. Driven by ambition, John achieved the American dream and built a firm with over $3 billion in Assets Under Management (AUM) and Assets Under Administration (AUA). John’s most recent collaboration is the Mission Retirement workbook, co-authored with Kevin Berwald, CFP, ChFC, and CLU, CASL. This workbook is designed to assist individuals in navigating the complexities of a retirement journey that can last over 30 years. It emphasizes identifying what truly matters to you and your family, providing a clear framework for crafting a successful and fulfilling retirement plan tailored to unique goals.